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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,491 | $211,288-8.9% | $178,540+7.8% | $145,884+31.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.24% | 30.27%-20.0pp | 27.15%-16.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $8,279 | $4,574+81.0% | $3,953+109.4% | $4,662+77.6% |
| Participant deferral / active EE | $7,890 | $6,967+13.3% | $6,281+25.6% | $6,690+17.9% |
| Admin fee / account holder | $2,290 | $12,105-81.1% | $10,424-78.0% | $13,392-82.9% |